Workflow rule based on Account custom Date field not firing

Question

I created my WFR on the Contact object. "Arrival__c" is an Account custom date field that should trigger an email alert to all Contacts of said account on the arrival date. There is also a picklist value filtering records whose Account custom Source value is 'somevalue', and a basic email opt-out filter.

This rule worked for me in my dev edition, but I have trouble getting it to fire in the live org. I am pretty new at this so perhaps I just don't understand formula logic well enough.

Account.Arrival__c = TODAY() && NOT( ISPICKVAL( Account.Custom_Source__c , 'somevalue') ) && HasOptedOutOfEmail = FALSE

Answer 1

You have to add the namespace prefix of your org to custom fields code as follows:

Account.NamespacePrefix__Arrival__c = TODAY() && NOT( ISPICKVAL( 
    Account.NamespacePrefix__Custom_Source__c , 'somevalue') ) && HasOptedOutOfEmail = FALSE

Answer 2

As per you workflow rule on the Contact object. "Arrival__c" is an Account custom date field that should trigger an email alert to all Contacts of said account on the arrival date. You workflow is not because of this email. You need to configure email deliverability setting in your live org setup-> Email Administration -> deliverability Change the access level to system email only this is help to fire your workflow rule.

Thanks, Amol Salve. Salesforce Developer